Forward Deployed Banker (AI Strategist)

Hebbia; New York (NY); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Unlimited PTO

Medical and dental insurance

Catered lunch daily

New hire equity grants

Job summary

Hebbia is looking for an AI Strategist to join their team in New York City. This role will drive strategic deployment of AI to enhance solutions for top global financial institutions. Ideal candidates have 1-5 years of client-facing experience and a strong understanding of complex workflows.

You will act as a trusted advisor, applying leading LLMs and ensuring value creation through innovative AI strategies. The role offers unlimited PTO, comprehensive health insurance, and competitive equity.

Qualifications

• 1-5 years of client-facing experience in investment banking or consulting.
• Ownership mindset with a track record of value creation.
• Experience in leading LLM models and tools.

Responsibilities

• Develop expertise with leading LLMs and advise clients.
• Understand complex banking and legal workflows.
• Drive value-backed growth and improve customer experience.

Skills

Client-facing experience

LLM knowledge

Critical thinking

Commercial acumen

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

LLM models

Job description

Location

NYC

Employment Type

Full time

Location Type

On-site

Department

AI Strategy

About the AI Strategy Team

Our AI Strategists are deep domain experts and problem‑solvers who bridge product, commercial strategy, and customer impact. They understand deeply the manual drain of our users’ workflows and the myriad ways Hebbia provides value, and are focused on embedding and expanding Hebbia use cases within customer environments to maximize ROI and transform how work gets done.

As we continue to scale in hypergrowth, our AI Strategists sit at the intersection of GTM, product, and post‑sales – helping shape commercial strategy and expanding our footprint across the global financial industry landscape. The team owns deployment and early adoption, leads strategic growth initiatives post‑sale, and partners cross‑functionally to inform product roadmap, sales strategy, and executive account management.

About the Role

This is not a typical post‑sales role: you’ll drive the strategic deployment and measurable value creation of Hebbia’s platform across top global financial institutions, shaping how AI transforms the enterprise.

Our AI Strategists bring curiosity, critical thinking, commercial edge, and executive polish – they move seamlessly between strategic conversations and hands‑on execution in a fast‑moving environment.

If you thrive on solving complex problems, building meaningful partnerships, and helping define how AI reshapes finance, we’d love to meet you.

This role is based out of our New York City office (5 days per week).

Responsibilities

• Apply cutting‑edge AI: Develop expertise with leading LLMs (Opus 4.6, GPT‑5.2, Gemini 3, etc.), become SME in Hebbia’s product and features, and apply to complex professional settings and workflows
• Build domain expertise: Develop an intimate understanding of the complex banking, financial and legal workflows of our users (e.g., credit agreements, lease documents, etc.)
• Become a core advisor: Deeply understand our customer stakeholders, drive value and growth as a trusted AI advisor
• Drive value‑backed growth: Identify and capture value with customers, serving as a key driver of our land‑and‑expand commercial strategy
• Optimize processes for scale: Define and constantly enhance internal processes and workflows to shape the post‑sales team and improve our customer experience
• Own in ambiguity: Operate with autonomy and clarity in fast‑moving, unstructured environments – quickly distill complex problems, learn on the fly, and drive toward actionable solutions across customer and product needs

Who You Are

• Bachelor’s degree, preferably in Finance, Economics, Computer Engineering, or Pre‑Law
• 1‑5 years of client‑facing experience in top‑tier investment banking, institutional investing, corporate law, corporate finance, or consulting roles; relevant internship experience can be considered for recent grads
• Strong ownership mindset with a demonstrated track record of outperformance, value creation, and expanded responsibilities
• Experience and comfort with leading LLM models and tools; we want to hear about what you’ve built/tested/researched

Bonus

• 5‑10 years of client‑facing experience with an emphasis on relationship‑building
• Strong commercial acumen and experience driving revenue expansion, particularly deploying AI/SaaS into enterprise organizations
• Technical startup and/or founder experience, building systems and processes for scale
• LLM technical knowledge and practical experience implementing into professional workflows

Compensation

The combined base + bonus compensation range (OTE) for this role is $90,000 - $160,000 + competitive equity. The OTE range for those who meet Bonus qualifications is $160,000 - $225,000. These ranges are inclusive of several career levels at Hebbia and will be narrowed during the interview process based on the candidate’s experience and qualifications. Adjustments outside of this range may be considered for candidates whose qualifications significantly differ from those outlined in the job description.

Life @ Hebbia

• PTO: Unlimited
• Insurance: Medical + Dental + Vision + 401K + Wellness Benefits
• Eats: Catered lunch daily + doordash dinner credit
• Parental leave policy: 3 months non‑birthing parent, 4 months for birthing parent
• Fertility benefits: $15k lifetime benefit
• New hire equity grant: competitive equity package with unmatched upside potential